Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Richard Ferri Personal Retirement Savings Lazy Portfolio Strategic Asset Allocation - Equal Weight Moderate | -0.21% | 4.12% | 1.56% | 8.03% | 4.44% | 5.20% | 5.55% | 6.08% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Richard Ferri Personal Retirement Savings Lazy Portfolio Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 4.12 | 1.56 | 8.03 | 4.44 | 5.20 | 5.55 | 6.08 | -0.21 | 6.94 | 9.81 | -14.27 | 11.59 | 12.26 | 17.63 | -8.87 | 9.87 | 8.75 | -1.02 | 5.15 | 5.75 | 10.23 | -0.09 | 13.90 | 25.78 | -22.83 | 6.76 | 14.09 | 9.01 | 9.69 | 20.62 | 1.34 | 7.17 |
| Sharpe Ratio | NA | 0.39 | 0.08 | 0.41 | 0.33 | NA | NA | 0.48 | 0.09 | 0.43 | 0.73 | -1.23 | 1.37 | 0.62 | 2.64 | -1.24 | 1.82 | 0.92 | -0.12 | 0.78 | 0.83 | 1.57 | -0.01 | 1.37 | 1.42 | -1.14 | 0.35 | 1.37 | 1.06 | 2.00 | 5.17 | 0.03 | 0.83 |
| Standard Deviation(%) | NA | 9.76 | 9.92 | 9.97 | 10.37 | NA | NA | 10.27 | 11.94 | 7.72 | 8.48 | 12.73 | 8.44 | 19.48 | 6.13 | 8.29 | 5.07 | 9.32 | 8.77 | 6.60 | 6.91 | 6.49 | 12.33 | 10.11 | 18.10 | 20.80 | 10.38 | 7.81 | 6.37 | 4.35 | 3.85 | 6.90 | 5.71 |
| Draw Down(%) | NA | 10.01 | 12.80 | 20.60 | 22.07 | NA | NA | 37.36 | 9.25 | 4.06 | 7.63 | 20.00 | 4.53 | 22.07 | 3.26 | 13.23 | 2.19 | 6.29 | 10.02 | 5.29 | 7.08 | 4.93 | 11.46 | 6.77 | 16.41 | 35.12 | 6.04 | 8.38 | 4.06 | 4.47 | 2.25 | 10.62 | 7.48 |
| Yield(%) | NA | 4.15 | 3.65 | 3.50 | 3.14 | NA | NA | 3.49 | NA | 1.13 | 4.09 | 3.07 | 3.27 | 3.02 | 3.04 | 2.32 | 0.76 | 4.16 | 3.03 | 3.83 | 3.33 | 3.49 | 3.81 | 3.84 | 4.41 | 5.11 | 3.84 | 2.88 | 3.90 | 3.71 | 3.42 | 2.93 | 3.89 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Richard Ferri Personal Retirement Savings Lazy Portfolio Strategic Asset Allocation - Equal Weight Moderate |
-7.04%
Feb 2006 - Feb 2009 |
-0.61%
Feb 2004 - Feb 2009 |
3.61%
Oct 2013 - Oct 2023 |
3.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Richard Ferri Personal Retirement Savings Lazy Portfolio Strategic Asset Allocation - Equal Weight Moderate |
19.63%
Feb 2009 - Feb 2012 |
13.83%
Feb 2009 - Feb 2014 |
8.58%
Feb 2009 - Feb 2019 |
7.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart